Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,483 | $122,051-18.5% | $184,185-46.0% | $74,400+33.7% |
| Participation rate | 48.7% | 85.5%-36.8pp | 86.8%-38.2pp | 67.2%-18.5pp |
| Annual return | 17.50% | 19.91%-2.4pp | 28.81%-11.3pp | 1367.51%-1350.0pp |
| Employer contribution / active EE | $1,757 | $4,539-61.3% | $6,426-72.7% | $2,624-33.0% |
| Participant deferral / active EE | $4,425 | $7,146-38.1% | $9,132-51.5% | $4,348+1.8% |
| Admin fee / account holder | $3,007 | $1,258+139.0% | $13,909-78.4% | $1,944+54.7% |